Let’s Defrost Taxing Relationships
Category: Foster Group
As a CPA, it's important to remember when working with your clients on their tax returns, their financial advisor can be a great source of help.
Let Charitable Giving Take the Sting Out of Taxes
Category: Financial Planning
Foster Group has a number of philanthropically-focused team members who can walk you through the integration of charitable intent with your financial plan. There are several ways to give, save taxes, help worthy organizations, and leave a legacy both through heirs and non-profit organizations.
Lessons from the Final 4
Category: Financial Planning
Leave the Gift of Giving as part of your Estate Plan
Category: Financial Planning
One of the best strategies for charitable giving is to open and fund a Donor Advised Fund (DAF).
Leave a Legacy
Category: Financial Planning
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Category: Financial Planning
The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money.
Key Considerations as Payments Resume on Student Loans in 2023
Category: Financial Planning
Student loans for millions of Americans are set to resume in September, with payments due in October of 2023. If you have student loans that have been impacted, now is a great time to look them over and review options moving forward. This blog outlines just a few things to consider as payments resume.
Game Saving Plays for 2021 Financial Planning
Category: Financial Planning
Once the proverbial game clock expires on December 31st, our financial decisions are, for the most part, locked in. There’s no going back. Here are some suggestions to consider for your savings and/or to mitigate the tax bite for 2021.
Fun with 529 Plans
Category: Financial Planning
Four Ways to Connect with Foster Group
How can you stay connected financially during this time?
Focus on What You Can Control
Category: Financial Planning
At Foster Group, we focus on what we can control and embrace uncertainty. So, when it comes to your financial plan, what are the areas we can help you control?
Five Reasons to Consider a Roth IRA Conversion
Category: Financial Planning
The first four months of 2020 have proven to be unpredictable, volatile, and challenging. Despite recent market changes, there continue to be several planning opportunities that we are monitoring for our clients. One of these is Roth IRA conversions.
Five Myths Your Landlord Wants You To Believe
Category: Financial Planning
It can be difficult to discern fact from fiction when dealing with landlords. A misunderstanding of these key issues can have serious consequences for your practice. The following information should help dispel some common myths and prevent costly mistakes in your next lease negotiation.
Financial Risks That Are Not in the News
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Financial Mechanic’s Toolbox: DIY or Expert Help?
Category: Financial Planning
I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it. But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.
Financial Health in the Prime of Your Career – It’s Time for a Check Up!
Category: Financial Planning
You’ve been working for several years now – you’re earning, saving, paying down debt, investing, and giving. What’s next?
Feed the Beast
Category: Financial Planning